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Larson Financial Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Larson Financial Group’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.39M Sell
111,093
-47,108
-30% -$1.8M 0.12% 152
2026
Q1 		$5.65M Sell
158,201
-11,245
-7% -$405K 0.18% 102
2025
Q4 		$5.8M Sell
169,446
-6,265
-4% -$209K 0.19% 98
2025
Q3 		$5.78M Sell
175,711
-36,901
-17% -$1.18M 0.2% 99
2025
Q2 		$6.6M Sell
212,612
-22,296
-9% -$660K 0.26% 86
2025
Q1 		$7.18M Sell
234,908
-15,714
-6% -$485K 0.34% 62
2024
Q4 		$7.53M Sell
250,622
-34,432
-12% -$1.08M 0.39% 57
2024
Q3 		$8.78M Sell
285,054
-25,115
-8% -$748K 0.5% 44
2024
Q2 		$8.97M Sell
310,169
-22,723
-7% -$661K 0.61% 38
2024
Q1 		$9.98M Sell
332,892
-31,752
-9% -$886K 0.77% 31
2023
Q4 		$9.86M Buy
364,644
+51,968
+17% +$1.31M 0.86% 29
2023
Q3 		$7.76M Buy
312,676
+65,919
+27% +$1.69M 0.76% 30
2023
Q2 		$6.27M Buy
246,757
+108,843
+79% +$2.67M 0.63% 36
2023
Q1 		$3.39M Buy
137,914
+122,112
+773% +$3.07M 0.37% 51
2022
Q4 		$388K Buy
+15,802
New +$388K 0.05% 221

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Larson Financial Group's DFLV Position: Q2 2026 in Review

Larson Financial Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 30% in Q2 2026, selling an estimated $1.8M and leaving 111,093 shares worth $4.39M. The position accounts for 0.12% of the portfolio, ranked #152.

Larson Financial Group first reported a position in DFLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.98M in Q1 2024. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Larson Financial Group held 111,093 shares of Dimensional US Large Cap Value ETF worth $4.39M as of Q2 2026.
  • Larson Financial Group sold 47,108 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.8M.
  • Dimensional US Large Cap Value ETF made up 0.12% of Larson Financial Group's portfolio in Q2 2026, its #152 holding.
  • Larson Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Larson Financial Group's Dimensional US Large Cap Value ETF position peaked at $9.98M in Q1 2024.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.